FFW

Fusion Family Wealth Portfolio holdings

AUM $1.18B
1-Year Est. Return 12.18%
This Quarter Est. Return
1 Year Est. Return
+12.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$373M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$3.44M
3
+$3.29M
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$2.63M
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$2.6M

Top Sells

1
+$419M
2
+$120M
3
+$5.11M
4
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$3.88M
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$2.15M

Sector Composition

1 Financials 2.32%
2 Technology 1.37%
3 Consumer Discretionary 0.61%
4 Communication Services 0.6%
5 Healthcare 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$39K 0.01%
1,323
-996
127
$38K 0.01%
1,041
128
$38K 0.01%
219
129
$37K 0.01%
550
+3
130
$37K 0.01%
500
131
$36K 0.01%
600
132
$36K 0.01%
671
-1,053
133
$36K 0.01%
576
134
$36K 0.01%
700
135
$35K 0.01%
150
136
$35K 0.01%
600
137
$34K 0.01%
290
-50
138
$33K 0.01%
839
139
$32K 0.01%
283
140
$32K 0.01%
214
141
$31K 0.01%
1,400
142
$31K 0.01%
878
-298
143
$31K 0.01%
1,768
144
$30K 0.01%
412
145
$30K 0.01%
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146
$30K 0.01%
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147
$29K 0.01%
280
148
$29K 0.01%
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149
$29K 0.01%
510
150
$29K 0.01%
164
4 5
6
7 8